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- Helping clients with ad hoc requests, Conference call requests with analysts, research requests and models, researching questions on specific companies.
- Add clients to distribution lists as requested
- Coordinate Analyst marketing for U.S. and International trips; Liaise with New York and Asia /Euro teams regarding marketing purpose, logistics. Coordinate meeting schedule with clients. Order food and cars as needed.
- Forward research, models, daily emails to clients and other information as necessary
Institutional Equities - San Francisco, CA, United States - Morgan Stanley
Description
Morgan Stanley seeks a bright, energetic, Executive Assistant with minimum of 5 years' experience in a corporate environment. Position requires a high level of professionalism and business etiquette. Candidate must be able to learn quickly and be able to engage in a number of detailed tasks at once.Job Responsibilities:
• Coordinate travel arrangements. Obtain appropriate approvals for travel, especially exceptions to company policies. Arrange other aspects of travel such as hotel stay and ground transportation
• Prepare detailed expense reports and reconcile payments with corporate card on a timely basis/ confirm all job numbers, if applicable. Maintain filing system for all expense reports.
• Answer phones, respond to inquiries, properly route calls, take detailed messages. Use appropriate judgment with both internal and external calls
• Maintain client contact information for internal systems
• Organize internal and external meetings including any reservations, conference room bookings, catering, and audio/video requirements
• Handle requests for sponsorships and contributions adhering to appropriate procedures
• Process invoices for payment inclusive of vendor set up requirements if necessary
• Provide backup support for colleagues during vacation/sick days, and assist their bankers as needed
Required Skills and Personal Attributes:
• Excellent communication, judgment, and problem-solving skills
• Strong attention to detail as well as solid organization/time management skills
• Enthusiastic team player who works well with others and/or independently
• Thrives in a fast-paced environment and handles multiple tasks concurrently
• Highly service-oriented individual willing to take initiative
• Adapts well to ongoing changes in administrative coverage requirements
Other Requirements:
• Relative corporate experience / financial industry background preferred (5-7 Years of Experience)
• Concur expertise a plus
• Proficient in all Microsoft Office applications, especially Outlook for email, calendar and contacts
*LI-DS1
Expected base pay rates for the role will be between $60,000 and $110,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).